Good morning. For all you soccer fan… eh… inflationistas out there: hyperinflation at last!
http://www.businessinsider.com/record-football-transfers-2013-9

Pretty cool tool by the OECD to compare metropole area’s around the world **googles Edmonton**

http://measuringurban.oecd.org/#

Hardcore research into equity market returns on macro-data: Stock market returns are significantly higher on scheduled macroeconomic news days. (via @LaurensSwinkels)
http://journals.cambridge.org/download.php?file=%2FJFQ%2FJFQ48_02%2FS002210901300015Xa.pdf&code=de3ba469c1bd659128e851f47f408cbf

Talk about a glass being half full: earnings ex-Japan are in freefall but the headline calls it stabilizing…

http://www.businessinsider.com/emerging-market-current-account-deficits-2013-8

Based on all the bullish PMI’s produced lately, I would say that this trend is about to reverse…

http://www.zerohedge.com/news/2013-09-02/european-august-pmi-hits-26-month-high-despite-19th-straight-month-accelerating-manu

Good point: know what cheer for if interest/bond rates start to rise…

http://marginalrevolution.com/marginalrevolution/2013/08/asset-prices-and-interest-rates.html

Interesting overview of The Great Divergence: why Europe took off so much earlier than the rest of the world..

http://www.economist.com/blogs/freeexchange/2013/08/economic-history-1

Interesting table. Buying Taiwan and selling Singapore?

http://ftalphaville.ft.com/2013/09/02/1621052/a-financial-vulnerability-heat-map/

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